Purpose of the role:
The purpose of this role is the provision of an efficient, professional administrative support service to the Relationship Management Directors Trustees and/Senior Associates across the Relationship Management team.
Responsibilities:
- Communication with third party service providers and with various business contacts, including banks, investment houses, solicitors and property managers/estate agents such communication to be signed off by management
- Client take on and entity formation/termination
- Assist with KYC/CDD information collation and system input for client take on
- Formation of trusts, companies and foundations in any jurisdiction
- Termination of trusts, companies and foundations in any jurisdiction
- Assist with transfers in/out of entities from/to other fiduciary providers
- Assisting in client meeting preparations and efficient follow up of general matters arising
- Handling documentation and resolutions with regard to transactions and restructures
Skills required:
- Educated to undergraduate qualified level
- Some experience in the offshore and/or onshore financial services industry desirable
- Advanced Microsoft Excel and Word plus basic PowerPoint skills
- Good numeracy skills and a good commercial awareness
- Solid administration experience